Pachira-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "MCD",
  "UNP",
  null,
  "PI",
  "META",
  null,
  null,
  null,
  "IJH",
  "MSFT",
  "GE",
  "IJR",
  "EFG",
  "ORCL",
  "NOC",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  null,
  "SHOP",
  null,
  null,
  "VO",
  "VV",
  "VWO",
  "XLB",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "VUG",
  "VEA",
  "MGV",
  "VB",
  "VOO",
  "V",
  null,
  null,
  "BRK-B",
  "COST",
  "QQQ",
  "IWM",
  "MDY",
  "JNJ",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 54
Total Value: 142302558
Accession Number: 0001563634-25-000003
Form Type: 13F-HR
CIK: pachira-investments
Manager Name: Pachira-Investments

Data Enrichment

78% identified

42 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $142.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PROCTER & GAMBLE Co

PG|742718109

Shares:2.5K

Value:$415.1K

% of Portfolio:0.3% ($415.1K/$142.3M)

92189F676

Shares:1.9K

Value:$404.2K

% of Portfolio:0.3% ($404.2K/$142.3M)

808524102

SCHB|808524102

Shares:17.4K

Value:$372.4K

% of Portfolio:0.3% ($372.4K/$142.3M)

38964R203

Shares:15.8K

Value:$279.5K

% of Portfolio:0.2% ($279.5K/$142.3M)

Meta Platforms, Inc.

META|30303M102

Shares:474

Value:$273.6K

% of Portfolio:0.2% ($273.6K/$142.3M)

Tesla, Inc.

TSLA|88160R101

Shares:981

Value:$258.5K

% of Portfolio:0.2% ($258.5K/$142.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$254.9K

% of Portfolio:0.2% ($254.9K/$142.3M)

MCDONALDS CORP

MCD|580135101

Shares:811

Value:$248.9K

% of Portfolio:0.2% ($248.9K/$142.3M)

VISA INC.

V|92826C839

Shares:719

Value:$246.6K

% of Portfolio:0.2% ($246.6K/$142.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:442

Value:$245.7K

% of Portfolio:0.2% ($245.7K/$142.3M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:425

Value:$226.2K

% of Portfolio:0.2% ($226.2K/$142.3M)

ORACLE CORP

ORCL|68389X105

Shares:1.6K

Value:$219.5K

% of Portfolio:0.2% ($219.5K/$142.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:852

Value:$206.9K

% of Portfolio:0.1% ($206.9K/$142.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.0K

Value:$204.3K

% of Portfolio:0.1% ($204.3K/$142.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	2.5K	QoQ +1.22% (+30) YoY +2.61% (+63)	All Managers (Combined)	$415.1K	0.3% ($415.1K/$142.3M)	QoQ +1.83% (+$7.5K) YoY +6.30% (+$24.6K)
(cusip92189F676)✕	1.9K	QoQ +73.65% (+808) YoY NEW(+1.9K)	All Managers (Combined)	$404.2K	0.3% ($404.2K/$142.3M)	QoQ +50.58% (+$135.8K) YoY NEW(+$404.2K)
(SCHBcusip808524102)	17.4K	QoQ +12.50% (+1.9K) YoY +326.23% (+13.3K)	All Managers (Combined)	$372.4K	0.3% ($372.4K/$142.3M)	QoQ +5.88% (+$20.7K) YoY +49.66% (+$123.6K)
(cusip38964R203)✕	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$279.5K	0.2% ($279.5K/$142.3M)	QoQ NEW(+$279.5K) YoY NEW(+$279.5K)
Meta Platforms, Inc.(METAcusip30303M102)	474	QoQ +5.80% (+26) YoY NEW(+474)	All Managers (Combined)	$273.6K	0.2% ($273.6K/$142.3M)	QoQ +3.26% (+$8.7K) YoY NEW(+$273.6K)
Tesla, Inc.(TSLAcusip88160R101)	981	QoQ -8.14% (-87) YoY NEW(+981)	All Managers (Combined)	$258.5K	0.2% ($258.5K/$142.3M)	QoQ -42.00% (-$187.3K) YoY NEW(+$258.5K)
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$254.9K	0.2% ($254.9K/$142.3M)	QoQ NEW(+$254.9K) YoY NEW(+$254.9K)
MCDONALDS CORP(MCDcusip580135101)	811	QoQ -2.28% (-19) YoY NEW(+811)	All Managers (Combined)	$248.9K	0.2% ($248.9K/$142.3M)	QoQ +3.56% (-$8.6K) YoY NEW(+$248.9K)
VISA INC.(Vcusip92826C839)	719	QoQ +3.45% (+24) YoY NEW(+719)	All Managers (Combined)	$246.6K	0.2% ($246.6K/$142.3M)	QoQ +12.49% (+$27.4K) YoY NEW(+$246.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	442	QoQ 0.00% (-0) YoY +6.25% (+26)	All Managers (Combined)	$245.7K	0.2% ($245.7K/$142.3M)	QoQ -5.52% (-$14.4K) YoY +12.89% (+$28.1K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	425	QoQ -97.54% (-16.9K) YoY -97.91% (-19.9K)	All Managers (Combined)	$226.2K	0.2% ($226.2K/$142.3M)	QoQ -97.70% (-$9.6M) YoY -98.00% (-$11.1M)
ORACLE CORP(ORCLcusip68389X105)	1.6K	QoQ -45.95% (-1.3K) YoY -40.55% (-1.1K)	All Managers (Combined)	$219.5K	0.2% ($219.5K/$142.3M)	QoQ -54.38% (-$261.7K) YoY -33.31% (-$109.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	852	QoQ NEW(+852) YoY NEW(+852)	All Managers (Combined)	$206.9K	0.1% ($206.9K/$142.3M)	QoQ NEW(+$206.9K) YoY NEW(+$206.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.0K	QoQ -40.23% (-688) YoY -72.73% (-2.7K)	All Managers (Combined)	$204.3K	0.1% ($204.3K/$142.3M)	QoQ -28.91% (-$83.1K) YoY -68.95% (-$453.7K)